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Innovator Etfs Tr s&p 500 pwr shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PJUL) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management investment in Innovator Etfs Tr s&p 500 pwr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwr held by Straight Path Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 70k 46.43
2025-09-30 $3.2M 69k 45.60
2025-06-30 $3.0M 68k 43.85

More positions owned by Straight Path Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tesla Motors (TSLA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Intl Moment (IMTM)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)

View all positions for Straight Path Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
William Blair $ Company
Wealth Enhancement Advisory Services
Compass Advisory Group
Advisor Group Holdings
Raymond James Financial
Envestnet Asset Management
Colony
HighTower Advisors
Cetera Investment Advisers
LPL Financial
Janney Montgomery Scott
CWM

View all funds holding Innovator Etfs Tr s&p 500 pwr